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iShares S&P Global Industrials Sec shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Industrials Sec (EXI) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in iShares S&P Global Industrials Sec

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Industrials Sec held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Industrials Sec by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $46k 307 148.75
2024-06-30 $24k 175 135.10
2024-03-31 $24k 175 139.70
2023-12-31 $22k 175 127.43
2023-09-30 $22k 191 113.02

More positions owned by Venturi Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Broad Usd High (USHY)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Q2 Holdings (QTWO)
Apple (AAPL)
Capital Group International SHS (CGIE)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
NVIDIA Corporation (NVDA)
Atlas Energy Solutions Com New (AESI)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Venturi Wealth Management

Top funds holding iShares S&P Global Industrials Sec

Fisher Investments
Bank of America Corporation
Richard Bernstein Advisors
BlackRock
BlackRock
Envestnet Asset Management
Wharton Business Group
Morgan Stanley
Green Harvest Asset Management
Royal Bank of Canada
Wells Fargo & Company
Slow Capital
Sanctuary Advisors
LPL Financial
Susquehanna International

View all funds holding iShares S&P Global Industrials Sec